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Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Bath
Salary: £28,000 - £32,000
Job Reference: 9262
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join a Financial Planning firm in Bath.
Our client is a Chartered Financial Planning company, who put the clients personal wealth goals at the forefront of everything they do. As their client base in Bath continues to expand, they are looking to bring on a Financial Planning Administrator to join their back office team.
Duties will include but not limited to:
- Onboarding new clients and support in servicing existing clients
- Sending out letters of authority
- Liaising with product providers
- Working closely with the other administrators, paraplanners and advisers
- General administration duties such as email management
Benefits:
- Competitive salary of up to £32,000
- Discretionary bonus scheme
- 28 days annual leave
- 5% Pension contribution
- Private medical insurance
Skills and experience required:
- Experience working in the Financial Planning industry
- Part qualified through CII or LIBF ideal
- Good working knowledge of UK products
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Financial Planning Administrator.
